2026-03-10T16:15:35-05:00 2025-06-30 273858252 DEAN DORTON ALLEN FORD PLLC 250 W MAIN STREET STE 1400 LEXINGTON KY 40507 990 2024-07-01 610945743 KENTUCKY MEDICAL SERVICES FOUNDATION INC KENT 8592577910 2317 ALUMNI PARK PLAZA 300 LEXINGTON KY 40517 DR JAY GRIDER DO, CEO, AND PRESIDENT 8592577910 2026-03-09 1 0 ALLISON C CARTER P01242412 8592552341 2024 2025-03-06 01:10:19Z JAY S GRIDER 2317 ALUMNI PARK PLAZA 300 LEXINGTON KY 40517 410796204 0 X KMSF.COM X 1978 KY SUPPORTING THE UNIVERSITY OF KY SO IT MAY ACHIEVE ITS GOALS IN HEALTHCARE 25 0 0 25 0 0 0 0 356131619 376832809 2063259 2320070 27967097 31619318 386161975 410772197 1401139 1446041 0 0 0 0 0 0 0 386144068 409444597 387545207 410890638 -1383232 -118441 224696658 246296407 202400529 224118719 22296129 22177688 X SEE SCHEDULE O 0 0 380057912 1446041 408449569 KMSF COLLECTS FEES FROM PROVISION OF PATIENT SERVICES PROVIDED BY THE UNIVERSITY OF KENTUCKY COLLEGE OF MEDICINE. BY PERFORMING THESE DUTIES KMSF SUPPORTS THE HOSPITAL AND HELPS THEM TO FULFILL THEIR EXEMPT PURPOSE. COLLECTIONS, AFTER PAYMENT OF DIRECT EXPENSES, ARE REMITTED TO THE COLLEGE WHICH USES THE FUNDS IN THE AREAS OF TEACHING, RESEARCH AND SERVICE. 380057912 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 58 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 25 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X X BRENDA RIZARRI ASSISTANT CONTROLLER 8592185665 2317 ALUMNI PARK PLAZA SUITE 300 LEXINGTON KY 40517 AMY GEWIRTZ DIRECTOR 1.00 X 0 578657 60255 CHARLES GRIFFITH DIRECTOR 1.00 X 0 836679 80717 CRAIG VAN HORNE DIRECTOR 1.00 X 0 998752 110364 DARWIN CONWELL DIRECTOR 1.00 X 0 723316 79440 DRISS RAISSI DIRECTOR 1.00 X 0 643984 64944 EDDY YANG DIRECTOR 1.00 X 0 831250 86831 EMILY DEFRANCO DIRECTOR 1.00 X 0 852559 88524 GINNY GOTTSCHALK DIRECTOR 1.00 X 0 403831 48639 JOHN STEWART DIRECTOR 1.00 X 0 298735 44724 LARRY GOLDSTEIN DIRECTOR 1.00 X 0 638208 66477 MARY ELIZABETH OATES DIRECTOR 1.00 X 0 893184 84007 MATTHEW BUSH DIRECTOR 1.00 X 0 859647 91360 PADMAJA SUDHAKAR DIRECTOR 1.00 X 0 430367 47776 PAUL PEARSON DIRECTOR 1.00 X 0 853768 81924 RAYMOND WRIGHT DIRECTOR 1.00 X 0 955566 81995 ROGER HUMPHRIES DIRECTOR 1.00 X 0 665139 64818 RYAN CASSIDY DIRECTOR 1.00 X 0 883995 100604 SAMUEL MARDINI DIRECTOR 1.00 X 0 1335578 61949 SCOTTIE DAY DIRECTOR 1.00 X 0 777799 81924 STEPHEN STRUP DIRECTOR 1.00 X 0 785246 87640 SUMIT DANG DIRECTOR 1.00 X 0 479554 48982 SUSAN MCDOWELL DIRECTOR 1.00 X 0 525015 53315 TERESA GEVEDON DIRECTOR 1.00 X 0 382938 41640 WILLIAM INABNET DIRECTOR 1.00 X 0 1008290 108186 ZAKI HASSAN DIRECTOR 1.00 X 0 662952 72981 JAY GRIDER PRESIDENT & CEO 1.00 X 0 768687 70250 JEFFREY SELBY FORMER DIRECTOR 1.00 X 0 1093680 109231 JONATHAN WEBB FORMER DIRECTOR 1.00 X 0 306012 37187 SETH HIMELHOCH FORMER DIRECTOR 1.00 X 0 308332 32498 0 20781720 2089182 0 1 1 0 TODD HARGETT 6880 JACKS CREEK PIKE LEXINGTON KY 40515 CONTRACTOR SERVICES 1317730 DRWANTEDCOM PO BOX 386 WORCESTER MA 01615 PROFESSIONAL SERVICES 1063824 HARRODSBURG ANESTHESIA 425 SHAWNEE RUN ROAD HARRODSBURG KY 40330 PROFESSIONAL SERVICES 310190 CHARTSPAN MEDICAL TECHNOLOGIES INC PO BOX 3417 GREENVILLE SC 29602 PROFESSIONAL SERVICES 267650 IVEY MECHANICAL COMPANY LLC PO BOX 610 KOSCIUSKO MS 39090 PROFESSIONAL SERVICES 224178 7 CLINIC SERVICE FEES 561000 363933232 363933232 RENT FROM SUPPORTED ORGANIZATION 531120 12899577 12899577 376832809 2319443 2319443 2558 2558 113192 24007 89185 89185 89185 627 0 627 627 627 HONORARIUM & OTHER MISC INCOME 900099 31527575 31527575 31527575 410772197 408449569 0 2322628 150 150 1445891 1445891 304469 304469 79721 79721 2614 2614 111136 111136 2713161 2713161 2844486 2844486 7450643 7450643 190400 190400 UK DEPARTMENTAL SUPPORT 341094749 341094749 ACADEMIC ENRICHMENT 24486546 24486546 BAD DEBTS 17136096 17136096 MALPRACTICE INSURANCE 6960516 6960516 6070060 6070060 410890638 380057912 30832726 0 71815230 79048874 37041479 39960675 1331333 2145000 258193 322499 160744124 72890762 82990654 87853362 28571847 34749077 2687922 2216920 224696658 246296407 10123636 7603365 1800621 1770007 14479112 13823458 47102713 54069139 128894447 146852750 202400529 224118719 X 22296129 22177688 22296129 22177688 224696658 246296407 -118441 0 X X 0 1 X 1 0 X X 1 UNIVERSITY OF KENTUCKY 616001218 6 1 373445963 0 1 373445963 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE A, PART I: KMSF HAS BEEN ASSIGNED THE RESPONSIBILITY TO BILL, COLLECT, AND ADMINISTER ALL CLINICAL INCOME GENERATED BY THE PHYSICIANS OF THE UNIVERSITY OF KENTUCKY COLLEGE OF MEDICINE, THUS PROVIDING A SERVICE TO UK. PART IV, SECTION A, LINE 2: THE UNIVERISTY OF KENTUCKY IS A GOVERNMENTAL ENTITY DESCRIBED IN 170(B)(1)(A)(V). PART IV, SECTION B, LINE 1: PERSONS HOLDING CERTAIN POSITIONS WITHIN THE UNIVERSITY OF KENTUCKY COLLEGE OF MEDICINE SERVE AS EX OFFICIO VOTING DIRECTORS (THESE POSITIONS ARE THE DEAN AND CHAIR OF EACH CLINICAL DEPARTMENT); OTHER DIRECTORS ARE ELECTED BY THE FACULTY OF THE UK COLLEGE OF MEDICINE. 2042805 2042805 149407726 66072769 83334957 6491540 6226318 265222 2802053 591675 2210378 87853362 DUE TO UNIVERSITY OF KENTUCKY 61605300 DUE TO UNIVERSITY OF KENTUCKY MALPRACTICE FUND 37135358 DUE TO COLLEGE OF MEDICINE DEPARTMENTS 47542618 DUE TO THIRD PARTY PAYERS 569474 146852750 402446217 8810116 8810116 393636101 17136096 17136096 410772197 402564658 8810116 8810116 393754542 17136096 17136096 410890638 PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED WITH RENTAL INCOME 24,007. PASS THROUGH INCOME 8,786,109. PART XI, LINE 4B - OTHER ADJUSTMENTS: BAD DEBTS 17,136,096. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED WITH RENTAL INCOME 24,007. PASS THROUGH INCOME 8,786,109. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBTS 17,136,096. 1 TUITION SUPPORT FOR DEPENDENTS OF UK FACULTY MEMBERS 121 1445891 PART I, LINE 2: KMSF REQUIRES TRANSCRIPTS AND PROOF OF ENROLLMENT EVERY SEMESTER TO MONITOR APPROPRIATE USE OF SCHOLARSHIP FUNDS. 1 X X 0 0 0 0 0 0 0 0 0 SAMUEL MARDINI DIRECTOR 0 523975 0 807008 0 4595 0 52398 0 9551 0 1397527 0 0 JEFFREY SELBY FORMER DIRECTOR 0 993087 0 80884 0 19709 0 98259 0 10972 0 1202911 0 0 WILLIAM INABNET DIRECTOR 0 922045 0 68131 0 18114 0 92205 0 15981 0 1116476 0 0 CRAIG VAN HORNE DIRECTOR 0 943500 0 40469 0 14783 0 94350 0 16014 0 1109116 0 0 RAYMOND WRIGHT DIRECTOR 0 726813 0 226663 0 2090 0 71056 0 10939 0 1037561 0 0 RYAN CASSIDY DIRECTOR 0 872817 0 10278 0 900 0 84632 0 15972 0 984599 0 0 MARY ELIZABETH OATES DIRECTOR 0 799659 0 69494 0 24031 0 70536 0 13471 0 977191 0 0 MATTHEW BUSH DIRECTOR 0 756987 0 100202 0 2458 0 75399 0 15961 0 951007 0 0 EMILY DEFRANCO DIRECTOR 0 791475 0 36094 0 24990 0 77577 0 10947 0 941083 0 0 PAUL PEARSON DIRECTOR 0 659764 0 171581 0 22423 0 65975 0 15949 0 935692 0 0 EDDY YANG DIRECTOR 0 755055 0 74025 0 2170 0 75506 0 11325 0 918081 0 0 CHARLES GRIFFITH DIRECTOR 0 672500 0 155289 0 8890 0 67250 0 13467 0 917396 0 0 STEPHEN STRUP DIRECTOR 0 716828 0 64272 0 4146 0 71683 0 15957 0 872886 0 0 SCOTTIE DAY DIRECTOR 0 710250 0 65000 0 2549 0 65975 0 15949 0 859723 0 0 JAY GRIDER PRESIDENT & CEO 0 543175 0 205805 0 19707 0 54318 0 15932 0 838937 0 0 DARWIN CONWELL DIRECTOR 0 659750 0 32500 0 31066 0 65975 0 13465 0 802756 0 0 ZAKI HASSAN DIRECTOR 0 595230 0 60588 0 7134 0 59523 0 13458 0 735933 0 0 ROGER HUMPHRIES DIRECTOR 0 604078 0 55813 0 5248 0 56650 0 8168 0 729957 0 0 DRISS RAISSI DIRECTOR 0 608250 0 34606 0 1128 0 49000 0 15944 0 708928 0 0 LARRY GOLDSTEIN DIRECTOR 0 583068 0 39389 0 15751 0 58307 0 8170 0 704685 0 0 AMY GEWIRTZ DIRECTOR 0 543292 0 29055 0 6310 0 52092 0 8163 0 638912 0 0 SUSAN MCDOWELL DIRECTOR 0 452687 0 64941 0 7387 0 45161 0 8154 0 578330 0 0 SUMIT DANG DIRECTOR 0 452630 0 25554 0 1370 0 33075 0 15907 0 528536 0 0 PADMAJA SUDHAKAR DIRECTOR 0 318683 0 109562 0 2122 0 31868 0 15908 0 478143 0 0 GINNY GOTTSCHALK DIRECTOR 0 377400 0 25438 0 993 0 37740 0 10899 0 452470 0 0 TERESA GEVEDON DIRECTOR 0 335000 0 35975 0 11963 0 33500 0 8140 0 424578 0 0 JOHN STEWART DIRECTOR 0 288188 0 9356 0 1191 0 28819 0 15905 0 343459 0 0 JONATHAN WEBB FORMER DIRECTOR 0 290500 0 14150 0 1362 0 29050 0 8137 0 343199 0 0 SETH HIMELHOCH FORMER DIRECTOR 0 252500 0 41031 0 14801 0 25250 0 7248 0 340830 0 0 A CLARK COUNTY KENTUCKY 2017-04-04 10000000 DEBT REFINANCE 0 0 0 B SCOTT COUNTY KENTUCKY 2017-04-21 9750000 DEBT REFINANCE 0 0 0 A 3052241 10000000 203524 9796476 2017 0 0 1 0 B 2803472 9750000 1005074 8744926 2017 0 0 1 0 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 A 0 0 1 0 1 0 0 0 1 B 0 0 1 0 1 0 0 0 1 A 1 B 1 NOOR CHISHTI CHILD OF FORMER BOARD MEMBER 13502 SCHOLARSHIP SAMUEL GRIDER CHILD OF BOARD MEMBER/KMSF PRESIDENT 6751 SCHOLARSHIP JEFFREY SELBY CHILD OF FORMER BOARD MEMBER 13357 SCHOLARSHIP FRANCES INABNET CHILD OF BOARD MEMBER 20108 SCHOLARSHIP AVA DEFRANCO CHILD OF BOARD MEMBER 8439 SCHOLARSHIP ISAAC BUSH CHILD OF BOARD MEMBER 13502 SCHOLARSHIP DALTON DAY CHILD OF BOARD MEMBER 13502 SCHOLARSHIP ISAAC RONE CHILD OF FORMER BOARD MEMBER 13502 SCHOLARSHIP JOHN ROTH CHILD OF FORMER BOARD MEMBER 6751 SCHOLARSHIP MOLLY ROTH CHILD OF FORMER BOARD MEMBER 13502 SCHOLARSHIP JOSHUA WRIGHT CHILD OF BOARD MEMBER 6606 SCHOLARSHIP VICTORIA WRIGHT CHILD OF BOARD MEMBER 20108 SCHOLARSHIP SCHEDULE L, PART III GRANTS LISTED ON SCHEDULE L ARE SCHOLARSHIPS PROVIDED TO CHILDREN OF BOARD MEMBERS WHO ARE FACULTY MEMBERS AT THE UNIVERSITY OF KENTUCKY. THE DEPENDENTS OF ALL FULL-TIME FACULTY ARE ELIGIBLE FOR THESE SCHOLARSHIPS AND ELIGIBILITY AND DISTRIBUTION ARE SUBJECT TO THE REQUIREMENTS OF THE PROGRAM. BOARD MEMBERS DO NOT SPECIFICALLY SELECT RECIPIENTS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 TAX RETURN IS PREPARED BY AN INDEPENDENT CPA FIRM BASED ON THE INFORMATION OBTAINED FROM THE AUDIT AND INQUIRIES FROM MANAGEMENT. BEFORE THE RETURN IS FILED, A DRAFT OF THE INFORMATIONAL RETURN IS REVIEWED BY MANAGEMENT. THE BOARD WILL REVIEW THE 990 AT A MEETING SHORTLY AFTER FILING AND ANY NECESSARY CHANGES WILL BE MADE AT THAT TIME. FORM 990, PART VI, SECTION B, LINE 12C EXECUTIVE LEADERSHIP HAS IMPLEMENTED A POLICY THAT OFFICERS, DIRECTORS, AND KEY EMPLOYEES SHOULD ANNUALLY DISCLOSE CONFLICTS AND THE CONFLICT OF INTEREST POLICY IS CONSISTENTLY MONITORED AND ENFORCED. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS DELIBERATED BY THE BOARD IN A CLOSED DOOR MEETING. AS PART OF THEIR REVIEW THEY USE AAMC GROUP ON FACULTY PRACTICE BENCHMARKS FOR COMPARISON. FORM 990, PART VI, SECTION C, LINE 19 FORMS 990 AND 990T ARE POSTED ON THE KMSF.COM WEBSITE AND ARE ALSO AVAILABLE UPON REQUEST. FORM 1023 IS PROVIDED UPON REQUEST. FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. FORM 990, PART III, LINE 1 TO COORDINATE AND DEVELOP SUPERIOR PATIENT CARE IN A GROUP PRACTICE SETTING WITHIN THE ACADEMIC ENVIRONMENT OF THE MEDICAL CENTER OF THE UNIVERSITY OF KENTUCKY IN LEXINGTON, INCLUDING THE PROVISION OF FINANCIAL SUPPORT FOR THE MEDICAL CENTER'S TEACHING, RESEARCH AND SERVICE PROGRAMS AND FOR THE PERSONNEL AND EQUIPMENT NECESSARY FOR SUCH PROGRAMS, AND IN FURTHERANCE OF THIS GENERAL PURPOSE TO EXECUTE AND PERFORM A PUBLIC TRUST IN SUPPORTING, AIDING, AND ADVANCING THE STUDY AND INVESTIGATION OF HUMAN ILLNESSES AND INJURIES, AND THE CAUSES, PREVENTIONS, RELIEF AND CURE THEREOF, AND THE STUDY AND INVESTIGATION OF PROBLEMS OF HYGIENE AND HEALTH; TO ENCOURAGE, PROMOTE AND PERFORM MEDICAL, SURGICAL AND SCIENTIFIC LEARNING, SKILL, EDUCATION AND INVESTIGATION; TO PROMOTE MEDICAL, SURGICAL, AND SCIENTIFIC SERVICES; TO ATTRACT AND RETAIN HIGH QUALITY FACULTY TO TEACH, CONDUCT RESEARCH AND PROVIDE PATIENT CARE; TO PROVIDE SUPPORT TO ENABLE THE COLLEGE OF MEDICINE TO ACCOMPLISH ITS EDUCATIONAL, RESEARCH AND SERVICE GOALS; TO ASSIST PROGRAMS OF MEDICAL, SURGICAL AND SCIENTIFIC EDUCATION AND RESEARCH; TO CARRY ON SUCH PROGRAMS OF PUBLIC CHARITY AS MAY BE RELATED TO THE CARRYING OUT OF THE OTHER STATED PURPOSES OF THE CORPORATION, AND, SPECIFICALLY THE CHARITABLE PROGRAMS UTILIZING THE KNOWLEDGE AND SKILLS ACQUIRED BY THE CORPORATION THROUGH ITS ABOVE-DESCRIBED OPERATIONS FOR THE BENEFIT OF ALL PERSONS WHO MAY BE IN NEED THEREOF, REGARDLESS OF HIS OR HER ABILITY TO PAY. UNIVERSITY OF KENTUCKY 800 ROSE STREET LEXINGTON KY 40536 616001218 EDUCATIONAL DEVELOPMENT, HEALTHCARE KY 115 N/A N/A 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 1 0